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Plante Moran Financial Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Plante Moran Financial Advisors’s Portfolio QYLD Stock Details QYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Buy
+15,975
New +$286K 0.01% 130
2024
Q2 		– Sell
-550
Closed -$9.85K – 860
2024
Q1 		$9.85K Buy
+550
New +$9.75K ﹤0.01% 604

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plante Moran Financial Advisors's QYLD Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026: 15,975 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #130 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in QYLD as recently as Q1 2024.

Plante Moran Financial Advisors first reported a position in QYLD in Q1 2024 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Plante Moran Financial Advisors held 15,975 shares of Global X NASDAQ-100 Covered Call ETF worth $294K as of Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • Plante Moran Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.